Instrumental Wealth, LLC Ishares Trust Ishares Pfd And Transaction History

Instrumental Wealth, LLC

$106 Billion
Q4 2024

A detailed history of Instrumental Wealth, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Instrumental Wealth, LLC holds 8,825 shares of PFF stock, worth $273,575. This represents 0.26% of its overall portfolio holdings.

Number of Shares

8,825

Previous 8,864 0.44%

Holding current value

$273,575

Previous $296 Million 5.63%

% of portfolio

0.26%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 24, 2025	SELL	$31.23 - $33.51 $1,217 - $1,306	-39 Reduced 0.44%	8,825 $279 Million
Q3 2024 Oct 15, 2024	BUY	$31.18 - $33.5 $498 - $536	16 Added 0.18%	8,864 $296 Million
Q2 2024 Jul 26, 2024	BUY	$30.65 - $32.13 $33,071 - $34,668	1,079 Added 13.89%	8,848 $280 Million
Q1 2024 May 29, 2024	SELL	$31.12 - $32.54 $14,004 - $14,643	-450 Reduced 5.48%	7,769 $245 Million
Q4 2023 Jan 25, 2024	BUY	$28.34 - $31.4 $12,696 - $14,067	448 Added 5.77%	8,219 $260 Million
Q3 2023 Oct 18, 2023	BUY	$29.99 - $31.22 $30,469 - $31,719	1,016 Added 15.04%	7,771 $223 Million
Q2 2023 Jul 13, 2023	BUY	$29.33 - $31.46 $198,124 - $212,512	6,755 New	6,755 $209 Million

Others Institutions Holding PFF

# of Institutions

1,167

Shares Held

198M

Call Options Held

255K

Put Options Held

1.06M

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
Sector ETFs
Industry ETFs

More about PFF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Instrumental Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Instrumental Wealth, LLC with notifications on news.

Account

Instrumental Wealth, LLC Ishares Trust Ishares Pfd And Transaction History